See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,081 | $202,432-39.7% | $169,368-27.9% | $139,434-12.4% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 13.85% | 531.74%-517.9pp | 405.60%-391.7pp | 372.94%-359.1pp |
| Employer contribution / active EE | $55,789 | $4,692+1088.9% | $4,013+1290.3% | $4,751+1074.3% |
| Participant deferral / active EE | $94,353 | $6,938+1259.9% | $6,221+1416.6% | $6,710+1306.1% |
| Admin fee / account holder | $155,373 | $10,708+1351.0% | $9,003+1625.8% | $11,403+1262.6% |